Specialties
As a fee-only financial advisor, I work closely with business owners, executives, medical practitioners and young professionals to solve their unique financial challenges. I've had the opportunity to work with clients all across the country and help them apply proven strategies to invest smarter, reduce their taxes, protect their assets, mitigate risks, eliminate debt, and retire with the confidence that they will not outlive their assets. Take the first step towards a better financial future.
World class planning and comprehensive solutions to your unique situation is just a phone call away.
History
Established in 2018.
Since 2005, Charlie has helped build and create Registered Investment Advisory firms based in Charleston, SC, Chicago, IL, and Lake Tahoe, NV, and recently founded Capasso Planning Partners, LLC. Our expertise in advising individuals, families, and businesses in applying strategic financial planning to actualize measured, tangible long-term goals is the foundation of the firm. Equally important is our keen understanding that every client's situation and relationship with their planning and goals are unique and personal.
Meet the Business Owner: Charlie C.
Charlie Capasso grew up in Atlanta, GA, where he played competitive soccer from a young age and graduated from Marist High School. He is a graduate of The University of Vermont, where he obtained his Bachelors degree in Business Administration and Finance. Charlie completed his CFP® coursework at Boston University and achieved the CFP® marks in 2009. He has been on the board of the South Carolina Financial Planning Association, has been quoted in the Wall Street Journal and US News & World Report, and interviewed on SC National Public Radio. In his community he has given workshops at the Medical University of South Carolina and for other local businesses to promote financial literacy in the region. Charlie has also been involved in his local community, volunteered at Habitat for Humanity and the Boys and Girls club, as well as mentored at-risk youth.